See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,619 | $109,413-17.2% | $156,263-42.0% | $84,808+6.9% |
| Participation rate | 69.4% | 72.7%-3.3pp | 78.9%-9.6pp | 68.3%+1.0pp |
| Annual return | 13.51% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $484 | $2,907-83.4% | $4,333-88.8% | $2,631-81.6% |
| Participant deferral / active EE | $2,882 | $4,590-37.2% | $6,158-53.2% | $4,212-31.6% |
| Admin fee / account holder | $168 | $9,357-98.2% | $14,255-98.8% | $7,344-97.7% |